Create an agency client portal with AI
Softr makes it easy to build an on-brand client portal to deliver more value and keep your clients (and team) happy—no code required.
Bring your data together in real-time
Use Softr's built-in databases to power your agency client portal, or build on top of 17+ data sources. With Softr, you can sync all your tools and information in real-time.
Customize the experience for every client
Describe what you need, get an agency client portal back. Then switch between AI and visual editing to add content, adjust logic, and iterate as your workflows evolve.
Client Onboarding
Account Management
Client Communication
File Sharing & Approvals
Project Tracking
Bills & Payments
Reporting & Dashboards
Support & Resources
Save time and elevate your agency's brand
Look professional and deliver a smoother client experience with less back-and-forth. Softr makes it easy to launch quickly and scale as your agency grows.
User groups
Create custom user groups and separate logins to provide different views and access levels for your team and clients.
Branding
Deliver a professional, white-label client portal that reflects the look and feel of your agency (and impresses your clients).
Automations
Use Softr Workflows to automate processes across your app—or connect to Make, Zapier, n8n and more.
Works on any device
Turn your portal into a downloadable app in one click with Softr’s PWA feature, no extra design work needed.
Advanced permissions
Customize who sees what, and which actions they can take, even at the most granular level.
Security
Protect client information from security threats. Softr is fully compliant with SOC2 and GDPR regulations.
Consolidate all your tools
Stop overspending on pricey tools with unused features. Build custom business software for your agency that fits your workflows perfectly.
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Go from zero to app, incredibly fast
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
